Eversource Energy Ownership | Who Owns Eversource Energy?
Eversource Energy Ownership Summary
Eversource Energy is owned by 82.34% institutional investors, 0.26% insiders, and 17.40% retail investors. Vanguard group is the largest institutional shareholder, holding 12.03% of ES shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Eversource Energy shares.
ES Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eversource Energy | 82.34% | 0.26% | 17.40% |
| Sector | Utilities Stocks | 58.57% | 6.53% | 34.90% |
| Industry | Regulated Electric Stocks List | 62.02% | 3.57% | 34.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 42.20M | 12.03% | $2.39B |
| Blackrock | 37.71M | 10.75% | $2.14B |
| State street | 25.11M | 7.16% | $1.42B |
| Charles schwab investment management | 9.73M | 2.77% | $551.91M |
| Geode capital management | 8.77M | 2.50% | $496.18M |
| Fmr | 6.83M | 1.95% | $387.54M |
| Legal & general group | 6.21M | 1.77% | $352.01M |
| Zimmer partners, lp | 5.35M | 1.53% | $303.37M |
| Magellan asset management | 5.30M | 1.51% | $300.77M |
| Amundi | 5.15M | 1.47% | $295.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 90.36K | 8.06% | $5.12M |
| Zimmer partners, lp | 5.35M | 5.59% | $303.37M |
| Clearbridge investments | 2.24M | 3.72% | $127.25M |
| Magellan asset management | 5.30M | 2.86% | $300.77M |
| Electron capital partners | 581.86K | 2.81% | $62.26M |
| Invenomic capital management lp | 973.99K | 2.69% | $55.23M |
| Nfj investment group | 1.28M | 2.23% | $72.77M |
| Decade renewable partners lp | 71.95K | 1.99% | $4.08M |
| Slagle financial | 66.87K | 1.94% | $3.79M |
| Savior | 6.15K | 1.81% | $348.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuveen asset management | 4.50M | 0.07% | 3.37M |
| Norges bank | 3.28M | 0.03% | 3.28M |
| Zimmer partners, lp | 5.35M | 5.59% | 2.81M |
| Amundi | 5.15M | 0.11% | 1.56M |
| Magellan asset management | 5.30M | 2.86% | 1.40M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 25.11M | 0.06% | -1.70M |
| Deutsche bank ag\ | 2.75M | 0.07% | -1.42M |
| Nordea investment management ab | 4.77M | 0.32% | -1.07M |
| Panagora asset management | 82.02K | 0.02% | -978.75K |
| Schonfeld strategic advisors | 35.75K | 0.01% | -714.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.28M | 0.03% | 3.28M | $185.79M |
| Corebridge financial | 121.62K | 0.04% | 121.62K | $6.90M |
| Trexquant investment lp | 105.06K | 0.09% | 105.06K | $5.96M |
| Riverview capital advisers | 87.53K | 1.67% | 87.53K | $4.96M |
| Harvest portfolios group | 85.16K | 0.18% | 85.16K | $4.83M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -4.00 |
| Jamison private wealth management | -10.00 |
| Fintrust capital advisors | -11.00 |
| Avion wealth | -17.00 |
| Crewe advisors | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 794 | -2.46% | 288,775,904 | 2.50% | 82 | 1.28% | 353 | -5.11% | 303 | 1.34% |
| Mar 31, 2024 | 814 | -0.85% | 281,724,133 | 0.96% | 80 | 1.26% | 372 | -2.11% | 299 | -5.38% |
| Dec 31, 2023 | 821 | 2.50% | 279,036,581 | 1.01% | 79 | 1.28% | 380 | 1.06% | 316 | 17.04% |
| Sep 30, 2023 | 801 | -5.65% | 276,256,531 | -0.92% | 78 | 1.24% | 376 | -2.34% | 270 | -6.25% |
| Jun 30, 2023 | 849 | -1.74% | 278,832,397 | -5.25% | 79 | 1.12% | 385 | -6.78% | 288 | 2.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 11.35M | 3.18% | 263.69K |
| Vanguard Institutional 500 Index Trust | 9.36M | 2.62% | 145.45K |
| Vanguard Mid Cap Index Institutional | 7.57M | 2.12% | 63.65K |
| The Utilities Select Sector SPDR® ETF | 5.36M | 1.50% | 19.92K |
| Vanguard Equity-Income Inv | 4.76M | 1.33% | 4.76M |
| Fidelity 500 Index | 4.39M | 1.23% | 53.63K |
| SPDR® S&P 500® ETF Trust | 4.34M | 1.21% | 1.48K |
| ThomasPartners Dividend Growth Non K-1 | 4.05M | 1.13% | 4.05M |
| iShares Select Dividend ETF | 4.14M | 1.13% | -1.39K |
| SPDR® S&P Dividend ETF | 4.02M | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 10, 2024 | NOVA DANIEL J | Trustee | Sell | $3.78K |
| Mar 26, 2024 | NOVA DANIEL J | Trustee | Buy | $5.66K |
| May 31, 2024 | NOVA DANIEL J | Trustee | Sell | $5.87K |
| Feb 23, 2024 | NOVA DANIEL J | Trustee | Buy | $5.89K |
| Oct 13, 2023 | NOVA DANIEL J | Trustee | Buy | $17.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 1 |
ES Ownership FAQ
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